Jobs
>
Roseland

    Wealth Management Advisor - Roseland, United States - Northeast Private Client Group

    Northeast Private Client Group
    Northeast Private Client Group Roseland, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Company Description

    Northeast Private Client Group is a boutique financial services advisory firm located in Roseland, NJ. We are key business strategists and critical thinkers, serving entrepreneurs and professionals to build real wealth, including multigenerational wealth. Our business is founded on the principle of careful listening and active engagement to help our clients achieve financial balance.

    Role Description

    This is a full-time Wealth Management Advisor role at Northeast Private Client Group. As a Wealth Management Advisor, you will be responsible for providing comprehensive financial planning, retirement planning, investment advice, and wealth management services to clients. This is a hybrid role, with the primary location being in Roseland, NJ, but with flexibility for some remote work.

    Qualifications

    • MUST have a current book of business
    • Strong knowledge and experience in financial planning, retirement planning, and investments
    • Must be fully licensed and have a book of business
    • Expertise in finance and wealth management services
    • Excellent analytical and problem-solving skills
    • Strong communication and interpersonal skills
    • Ability to build and maintain client relationships
    • Detail-oriented and highly organized
    • Relevant certifications (e.g., CFP, CFA) are a plus
    • Bachelor's degree in Finance, Economics, Business, or related field
  • PONTEMLA

    Wealth Management Advisor

    3 weeks ago

    PONTEMLA New York, United States

    Our client, a wealth management firm in Midtown is looking for a talented professional with high capacity to build a financial planning practice as an advisor. · This is an entrepreneurial opportunity to build a business while having access to support. If you are looking for the ...

  • Northwestern Mutual

    Wealth Management Advisor

    3 weeks ago

    Northwestern Mutual New York, United States

    Through a distinctive, whole-picture planning approach, Northwestern Mutual Wealth Management and Financial Advisors empower their clients to make the most of every single day and plan for important moments in their future. They combine their licensed expertise with a personalize ...

  • Northeast Private Client Group

    Wealth Management Advisor

    3 weeks ago

    Northeast Private Client Group Roseland, United States

    Company Description · Northeast Private Client Group is a boutique financial services advisory firm located in Roseland, NJ. We are key business strategists and critical thinkers, serving entrepreneurs and professionals to build real wealth, including multigenerational wealth. Ou ...

  • pontemla

    Wealth Management Advisor

    3 days ago

    pontemla Paramus, United States

    **Job description** · Our client, a wealth management firm in Paramus NJ is looking for a talented professional with high capacity to build a financial planning practice as an advisor. · This is an entrepreneurial opportunity to build a business while having access to support. If ...

  • Northwestern Mutual

    Wealth Management Advisor

    1 week ago

    Northwestern Mutual New York, United States

    **Financial Advisor ** · A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential - in lea ...

  • Northwestern Mutual

    Wealth Management Advisor

    5 days ago

    Northwestern Mutual New York, United States

    **Wealth Management Advisor | Tri-Harbor Financial Group** · A career with Northwestern Mutual not only provides outstanding income potential but will provide you the opportunity to impact the lives of others in a professional setting that emphasizes and values relationships and ...

  • Northwestern Mutual

    Wealth Management Advisor

    4 weeks ago

    Northwestern Mutual New York, United States

    Wealth Management Advisor | Northwestern Mutual · Through a distinctive, whole-picture planning approach, Northwestern Mutual Wealth Management and Financial Advisors empower their clients to make the most of every single day and plan for important moments in their future. They c ...

  • NYC Careers

    Property Management Skilled Trade Strategic Advisor

    1 week ago

    NYC Careers Queens, United States

    **Property Management Skilled Trade Strategic Advisor**: · - Apply**Property Management Skilled Trade Strategic Advisor**: · - Agency: NYC HOUSING AUTHORITY · - Posted on: 05/23/2024- Job type: Full-time · Location · QUEENS · - Title Classification: Exam may be required · Departm ...

  • Entech Network Solutions, LLC.

    Wealth Management Advisor

    1 week ago

    Entech Network Solutions, LLC. New York, United States

    Get ready to be part of something groundbreaking We're seeking top-tier RIA's to join forces with this innovative Wealth Management company that spent the last 2 years developing software tailored specifically for the wealth management industry. · I know you heard this before, bu ...

  • Golden Gate Group

    Customer Advisor

    1 week ago

    Golden Gate Group Caldwell, NJ, United States Freelance

    As a joint venture between Deutsche Bank and ManpowerGroup, we have been successfully filling vacancies in the banking, finance, and insurance industry since 1998. We create connections and are well-connected within this specialized industry. Benefit from our network We support y ...

  • Oceanic Ventures

    Call center agent

    1 week ago

    Oceanic Ventures New Centerville, PA, United States Freelance

    Tasks: · We are looking for dedicated telephone operators / customer service employees / customer advisors (m/f/d) for a well-known fashion label. · Requirements: · Residence must be in the surrounding area, as some trainings take place on site. · Minimum of 30 hours per week. · ...

  • Equitable Advisors LLC

    Wealth Management Advisor

    1 week ago

    Equitable Advisors LLC Secaucus, United States

    Equitable Advisors · is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a po ...

  • Equitable Advisors LLC

    Wealth Management Advisor

    2 weeks ago

    Equitable Advisors LLC Secaucus, United States

    Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...

  • Equitable Advisors

    Wealth Management Advisor

    2 weeks ago

    Equitable Advisors New York, United States

    If you want to unlock your potential as a financial advisor, apply to join our team at Equitable Advisors Equitable Advisors is one of the most respected and growing financial services companies. With our 5,000 financial professionals in the US and Puerto Rico, · Equitable is pos ...

  • Northwestern Mutual

    Wealth Management Advisor

    2 weeks ago

    Northwestern Mutual New York, United States

    Northwestern Mutual | Wealth Management Advisor · Through a distinctive, whole-picture planning approach, Northwestern Mutual Wealth Management and Financial Advisors empower their clients to make the most of every single day and plan for important moments in their future. They ...

  • Prudential Financial

    Advisor Tool Strategy Manager

    3 days ago

    Prudential Financial Newark, United States Full time

    Job Classification: · Product Management - Product ManagementAt Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the worl ...

  • Moncler

    Client Advisor Manager

    3 weeks ago

    Moncler New York, United States

    POSITION OVERVIEW: · The Client Advisor Manager (CAM) is a Brand ambassador who embodies the Moncler Client Promise and represents the Brand's values in the execution of their role. Reporting to the Store Manager/Director, the CAM is responsible for delivering exceptional busines ...

  • Covenant House New Jersey

    Resident Advisor

    3 weeks ago

    Covenant House New Jersey Montclair, United States

    At Nancy's Place, Covenant House offers round-the-clock intensive care to help kids become self-sufficient and independent. Many of the kids are struggling with a form of mental illnesses such as depression, schizophrenia, bi-polar disorder, or anxiety. We typically care for eigh ...

  • Covenant House of NJ

    Resident Advisor Nancy's Place Ft

    3 weeks ago

    Covenant House of NJ Montclair, United States

    Shift: Third Shift · At Nancy's Place, Covenant House offers round-the-clock intensive care to help kids become self-sufficient and independent. Many of the kids are struggling with a form of mental illnesses such as depression, schizophrenia, bi-polar disorder, or anxiety. We ty ...

  • Sephora

    Beauty Scholar

    3 weeks ago

    Sephora Montclair, United States

    We created the Sephora Scholarship Program to EMPOWER diverse students who are pursuing a licensed career in beauty through professional training and education. This annual program provides participants enrolled in eligible cosmetology and esthetician schools with tuition assista ...